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Retirement Planning
Chapter 8: IRAs & Roth IRAs/EXCESS CONTRIBUTIONS
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 8: IRAs & Roth IRAs

EXCESS CONTRIBUTIONS

01.Core Concepts

• Contributions in excess of the contribution limit • Subject to a 6% excise tax for each year that the excess contribution remains in the account • Avoid the excise tax by withdrawing the excess contribution and the attributable earnings before April 15th of the following tax year • 10% early withdrawal waiver for corrective distribution